BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: bgg who wrote (6063)	5/28/1998 12:44:00 PM
From: ravi mali	Read Replies (1) of 6980

bgg, "However you should check out Microsoft, DELL and Lucent to see what their growth rates are." Huh? Lucent rev. growth year/year for latest quarter: 17% Microsoft: 18% Cisco: 33% Dell 50% Bay: 8% Don't assume that CSCO will continue have growth rate like before. Lucent and Nortel are entering into data network market. Also don't assume that Bay will continue have trouble. More important thing is that if Bay show some growth in the next few quarters. Bay stock price could be doubled, while CSCO will not. Because CSCO is overvalued stock, the growth has already been into its current stocks price.

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